Glenn Holtje has over 30 years experience providingComprehensive Financial Planning to individuals, families, and organizations. He works closely with his clients to develop and implement financial plans designed to help maximize their financial resources. Glenn believes this empowers his clients to help reach their goals and realize their dreams of financial independence.

Glenn offers his clients the BIG picture that helps them to effectively navigate through the financial transitions in their lives. He strives to develop a long term relationship with his clients, to be the advisor they turn to for responsive, diligent and objective advice in areas of:

RETIREMENT PLANNING

INVESTMENT STRATEGIES & ASSET MANAGEMENT

TAX REDUCTION, COLLEGE FUNDING

RISK/INSURANCE MANAGEMENT

ESTATE & WEALTH CONSERVATION

Glenn is a CERTIFIEDFINANCIALPLANNERTM Practitioner (CFP®). He received his certification from the College of Financial Planning in 1983. He is a member of the Financial Planning Association (FPA) which has as its mission to promote excellence in the profession of financial planning by setting the highest professional standards. In order to implement the plans, Glenn is a Registered Principal of FSC Securities Corporation, and holds registrations and licenses in Securities and Insurance in Virginia, Maryland, and the District of Columbia, as well as many other states. Glenn is also licensed in Real Estate in Virginia with the National Real Estate Referral Network LLC, a subsidiary of Coldwell Banker.

Glenn was host and co-producer of a weekly cable TV program “MONEY WI$E” for 4 years on which a wide variety of financial matters were discussed. He has also written a quarterly financial column in the “Business Magazine” and has been quoted in various national and local publications including “USA Today”

Glenn is a 1970 graduate of the University of Maryland with a BS in Business Administration and has completed postgraduate studies in accounting, marketing, law and management.

“It is my mission to counsel individuals and organizations so that they may gain financial control and independence in order to further their organizational, personal and spiritual development.”

CFP® and CERTIFIED FINANCIAL PLANNERTM are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP® Board’s initial and ongoing certification requirements.

This communication is strictly intended for individuals residing in the states of AL, AZ, CA, CO, CT, DC, DE, FL, MD, MS, NV, NY, OH, TN, VA, WA . No offers may be made or accepted from any resident outside the specific state(s) referenced.